Republic of the Philippines This is a direct appeal to Us, upon a question purely of law, admitted to probate in the Court
, admitted to probate in the Court of First Instance of
from an order of the Court of First Instance of Manila Manila on September 15, 1958. SUPREME COURT dated April 30, 1964, approving the project of partition filed by the executor in Civil Case No. 37089 Manila therein.1äwphï1.ñët The People's Bank and Trust Company, as executor of the will, paid all the bequests therein including the amount of $240,000.00 in the form of shares of stock to Mary E. EN BANC The facts of the case are as follows: Mallen and to the three (3) illegitimate children, Amos Bellis, Jr., Maria Cristina Bellis and Miriam Palma Bellis, various amounts totalling P40,000.00 each in satisfaction G.R. No. L-23678 June 6, 1967 of their respective legacies, or a total of P120,000.00, Amos G. Bellis, born in Texas, was "a citizen of the State of which it released from time to time according as the lower Texas and of the United States." By his first wife, Mary E. court approved and allowed the various motions or Mallen, whom he divorced, he had five legitimate children: petitions filed by the latter three requesting partial TESTATE ESTATE OF AMOS G. BELLIS, deceased. Edward A. Bellis, George Bellis (who pre-deceased him in advances on account of their respective legacies. infancy), Henry A. Bellis, Alexander Bellis and Anna Bellis PEOPLE'S BANK and TRUST COMPANY, executor. Allsman; by his second wife, Violet Kennedy, who survived him, he had three legitimate children: Edwin G. Bellis, MARIA CRISTINA BELLIS and MIRIAM PALMA BELLIS, Walter S. Bellis and Dorothy Bellis; and finally, he had On January 8, 1964, preparatory to closing its oppositors-appellants, three illegitimate children: Amos Bellis, Jr., Maria Cristina administration, the executor submitted and filed its Bellis and Miriam Palma Bellis. "Executor's Final Account, Report of Administration and vs. Project of Partition" wherein it reported, inter alia, the EDWARD A. BELLIS, ET AL., heirs-appellees. satisfaction of the legacy of Mary E. Mallen by the delivery to her of shares of stock amounting to $240,000.00, and On August 5, 1952, Amos G. Bellis executed a will in the the legacies of Amos Bellis, Jr., Maria Cristina Bellis and Philippines, in which he directed that after all taxes, Miriam Palma Bellis in the amount of P40,000.00 each or a Vicente R. Macasaet and Jose D. Villena for oppositors obligations, and expenses of administration are paid for, total of P120,000.00. In the project of partition, the appellants. his distributable estate should be divided, in trust, in the executor — pursuant to the "Twelfth" clause of the following order and manner: (a) $240,000.00 to his first testator's Last Will and Testament — divided the residuary Paredes, Poblador, Cruz and Nazareno for heirs-appellees wife, Mary E. Mallen; (b) P120,000.00 to his three estate into seven equal portions for the benefit of the E. A. Bellis, et al. illegitimate children, Amos Bellis, Jr., Maria Cristina Bellis, testator's seven legitimate children by his first and second Miriam Palma Bellis, or P40,000.00 each and (c) after the marriages. Quijano and Arroyo for heirs-appellees W. S. Bellis, et al. foregoing two items have been satisfied, the remainder shall go to his seven surviving children by his first and J. R. Balonkita for appellee People's Bank & Trust Company. second wives, namely: Edward A. Bellis, Henry A. Bellis, Alexander Bellis and Anna Bellis Allsman, Edwin G. Bellis, On January 17, 1964, Maria Cristina Bellis and Miriam Ozaeta, Gibbs and Ozaeta for appellee A. B. Allsman. Walter S. Bellis, and Dorothy E. Bellis, in equal Palma Bellis filed their respective oppositions to the shares.1äwphï1.ñët project of partition on the ground that they were deprived of their legitimes as illegitimate children and, therefore, BENGZON, J.P., J.: compulsory heirs of the deceased.
Subsequently, or on July 8, 1958, Amos G. Bellis died a
resident of San Antonio, Texas, U.S.A. His will was Amos Bellis, Jr. interposed no opposition despite notice to their arguments. Rather, they argue that their case falls by laws or judgments promulgated, or by determinations him, proof of service of which is evidenced by the registry under the circumstances mentioned in the third paragraph or conventions agreed upon in a foreign country. receipt submitted on April 27, 1964 by the executor.1 of Article 17 in relation to Article 16 of the Civil Code.
prevails as the exception to Art. 16, par. 2 of the Civil Code
After the parties filed their respective memoranda and Article 16, par. 2, and Art. 1039 of the Civil Code, render afore-quoted. This is not correct. Precisely, Congress other pertinent pleadings, the lower court, on April 30, applicable the national law of the decedent, in intestate or deleted the phrase, "notwithstanding the provisions of this 1964, issued an order overruling the oppositions and testamentary successions, with regard to four items: (a) and the next preceding article" when they incorporated approving the executor's final account, report and the order of succession; (b) the amount of successional Art. 11 of the old Civil Code as Art. 17 of the new Civil administration and project of partition. Relying upon Art. rights; (e) the intrinsic validity of the provisions of the will; Code, while reproducing without substantial change the 16 of the Civil Code, it applied the national law of the and (d) the capacity to succeed. They provide that — second paragraph of Art. 10 of the old Civil Code as Art. 16 decedent, which in this case is Texas law, which did not in the new. It must have been their purpose to make the provide for legitimes. second paragraph of Art. 16 a specific provision in itself which must be applied in testate and intestate succession. ART. 16. Real property as well as personal property is As further indication of this legislative intent, Congress subject to the law of the country where it is situated. added a new provision, under Art. 1039, which decrees Their respective motions for reconsideration having been that capacity to succeed is to be governed by the national denied by the lower court on June 11, 1964, oppositors- law of the decedent. appellants appealed to this Court to raise the issue of However, intestate and testamentary successions, both which law must apply — Texas law or Philippine law. with respect to the order of succession and to the amount of successional rights and to the intrinsic validity of It is therefore evident that whatever public policy or good testamentary provisions, shall be regulated by the national customs may be involved in our System of legitimes, In this regard, the parties do not submit the case on, nor law of the person whose succession is under consideration, Congress has not intended to extend the same to the even discuss, the doctrine of renvoi, applied by this Court whatever may he the nature of the property and succession of foreign nationals. For it has specifically in Aznar v. Christensen Garcia, L-16749, January 31, 1963. regardless of the country wherein said property may be chosen to leave, inter alia, the amount of successional Said doctrine is usually pertinent where the decedent is a found. rights, to the decedent's national law. Specific provisions national of one country, and a domicile of another. In the must prevail over general ones. present case, it is not disputed that the decedent was both a national of Texas and a domicile thereof at the time of ART. 1039. Capacity to succeed is governed by the law of his death.2 So that even assuming Texas has a conflict of the nation of the decedent. law rule providing that the domiciliary system (law of the Appellants would also point out that the decedent domicile) should govern, the same would not result in a executed two wills — one to govern his Texas estate and reference back (renvoi) to Philippine law, but would still the other his Philippine estate — arguing from this that he refer to Texas law. Nonetheless, if Texas has a conflicts Appellants would however counter that Art. 17, paragraph intended Philippine law to govern his Philippine estate. rule adopting the situs theory (lex rei sitae) calling for the three, of the Civil Code, stating that — Assuming that such was the decedent's intention in application of the law of the place where the properties executing a separate Philippine will, it would not alter the are situated, renvoi would arise, since the properties here law, for as this Court ruled in Miciano v. Brimo, 50 Phil. involved are found in the Philippines. In the absence, 867, 870, a provision in a foreigner's will to the effect that however, of proof as to the conflict of law rule of Texas, it Prohibitive laws concerning persons, their acts or property, his properties shall be distributed in accordance with should not be presumed different from ours.3 Appellants' and those which have for their object public order, public Philippine law and not with his national law, is illegal and position is therefore not rested on the doctrine of renvoi. policy and good customs shall not be rendered ineffective void, for his national law cannot be ignored in regard to As stated, they never invoked nor even mentioned it in those matters that Article 10 — now Article 16 — of the 2San Antonio, Texas was his legal residence. Civil Code states said national law should govern.
3Lim vs. Collector, 36 Phil. 472; In re Testate Estate of
The parties admit that the decedent, Amos G. Bellis, was a Suntay, 95 Phil. 500. citizen of the State of Texas, U.S.A., and that under the laws of Texas, there are no forced heirs or legitimes. Accordingly, since the intrinsic validity of the provision of the will and the amount of successional rights are to be determined under Texas law, the Philippine law on legitimes cannot be applied to the testacy of Amos G. Bellis.
Wherefore, the order of the probate court is hereby
affirmed in toto, with costs against appellants. So ordered.
1He later filed a motion praying that as a legal heir he be
included in this case as one of the oppositors-appellants; to file or adopt the opposition of his sisters to the project of partition; to submit his brief after paying his proportionate share in the expenses incurred in the printing of the record on appeal; or to allow him to adopt the briefs filed by his sisters — but this Court resolved to deny the motion.
Warren H. Wheeler, an Infant, and J. H. Wheeler, His Father and Next Friend, and C. C. Spaulding, Iii, an Infant, and C. C. Spaulding, Jr., His Father and Next Friend v. Durham City Board of Education, a Body Politic in Durham County, North Carolina, 309 F.2d 630, 4th Cir. (1962)